Some stuff I am reading today morning:
India’s CPI index falls below 6% (BW)
Dalmia Bharat acquires JP’s cement plants (MC)
Tata Group to open 100 Apple stores in India (BS)
UPI now 85% of digital transactions (Fortune)
Thread: Landmark Cars IPO (Aditya Kondawar)
Anant Goenka’s CEAT-Zensar balancing act (Forbes)
Company: Wheels India (BI)
Deep Thoughts for Passive Investors (Felder Report)
Financial Gaslighting (Bob Seawright)
Thread: How I made 5000% off FTX (Adlay)
Some stuff that I am reading today morning:
Air India nears historic order for 500 jets (BS)
Can Indigo turnaround? (A Junior VC)
Snapdeal defers 1,250 Cr IPO (Rediff)
Paytm can’t use IPO proceeds for buyback (MC)
On Small PSU Banks & Yes Bank (Nooresh Merani)
How to do business analysis of Construction Cos (Dr Vijay Malik)
On Options Trainers, influencers & other frauds (Index Heads)
Take Calculated Risks (Ted Lamade)
Putin doesn’t bluff (Daily Reckoning)
Disney’s CEO drama explained (The Verge)
Some stuff I am reading today morning:
Tata Group to establish chip production in India (BT)
NTPC plans nuclear expansion (BS)
India saved 35,000 Cr with discounted Russian crude (MC)
BharatPe Vs Ashneer Grover (Money Life)
Looking for value in new age cos (Mahesh Patil)
Business Families- The new royals of today (BW)
Key Challenge for S Ramamurthy, new BSE chief (Rediff)
Thread: US Private REITs are blowing up (Phil Bak)
The Russian oil price cap is complicated (Oil Price)
Success Story: Vietnam (Noah Opinion)
Some stuff I am reading today morning:
RBI raises repo rate to 6.25% (BW)
Statement of RBI Governor Das (RBI)
Global markets continue to fall (MC)
ED attaches 200 Cr of assets of Sobha (Money Life)
More car makers to hike prices in January (Rediff)
Company: Adani Wilmar (Fortune)
“Stop Losses are Stupid” (All Star Charts)
A Memo to Investors (Albert Bridge Capital)
Ideas that changed my Life (Morgan Housel)
Oil, Gold & LCLo(SP)R (Zoltan Pozsar)
Some stuff I am reading today morning:
Foreign funds can own over 51% of IDBI Bank (MC)
Foreign funds pile into Indian Financials (BS)
Fitch raises India’s GDP forecast to 7% (FE)
US manufacturing orders from China down 40% (CNBC)
India’s deep discounts on Russian crude will stay (Rediff)
How Ravi Modi built the Manyavar brand (Forbes)
Has SEBI lost the battle against illegal advisors (Money Life)
Advice for the debt investor (R Sivakumar)
Let Crypto burn (FT)
Russia is Winning the War (Daily Reckoning)